Boston Trust Walden Corp
Institutional investor · Portfolio as of Q1 2025
Top Holdings372 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.2M | $443.8M | 3.2% | $116.22 | +224.21% | 25 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.8M | $400.9M | 2.9% | $95.50 | +131.19% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1M | $248.6M | 1.8% | $95.53 | +149.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 646,946 | $226.7M | 1.7% | $160.60 | +115.76% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 1.3M | $206.9M | 1.5% | $98.69 | +55.95% | 25 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.1M | $181.1M | 1.3% | $133.16 | +20.24% | 25 qtrssince 2019-Q1 | Increased 48 |
DONALDSON CO INC | 2.6M | $175.8M | 1.3% | $47.97 | +37.83% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.1M | $169.4M | 1.2% | $95.41 | +63.12% | 25 qtrssince 2019-Q1 | Decreased 0 |
APTARGROUP INC | 1.1M | $169.1M | 1.2% | $105.99 | +37.11% | 25 qtrssince 2019-Q1 | Increased 48 |
ACCENTURE PLC-CL A | 531,922 | $166M | 1.2% | $168.37 | +78.97% | 25 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING | 511,992 | $156.4M | 1.1% | $147.37 | +100.77% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 294,562 | $154.3M | 1.1% | $253.31 | +99.67% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHEMED CORP | 246,351 | $151.6M | 1.1% | $477.56 | +26.37% | 25 qtrssince 2019-Q1 | Increased 49 |
CULLEN/FROST BANKERS INC | 1.1M | $139.3M | 1.0% | $109.90 | +10.58% | 3 qtrssince 2024-Q3 | Increased 50 |
FACTSET RESEARCH SYSTEMS INC | 297,070 | $135.1M | 1.0% | $337.79 | +31.62% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LTD | 446,892 | $135M | 1.0% | $147.91 | +99.75% | 25 qtrssince 2019-Q1 | Decreased 0 |
QUALYS INC | 1M | $132.2M | 1.0% | $128.77 | -1.23% | 17 qtrssince 2021-Q1 | Increased 42 |
EXLSERVICE HOLDINGS INC | 2.7M | $127.4M | 0.9% | $27.95 | +67.46% | 25 qtrssince 2019-Q1 | Decreased 0 |
CHOICE HOTELS INTL INC | 945,128 | $125.5M | 0.9% | $107.20 | +21.51% | 25 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 131,659 | $124.5M | 0.9% | $219.26 | +327.69% | 25 qtrssince 2019-Q1 | Decreased 0 |
Boston Trust Walden Corp manages $13.7B across 372 positions as of Q1 2025. Top holdings: MSFT (3.2%), AAPL (2.9%), JPM (1.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 10 new positions, 17 exits, 96 increased. Top move: CFR (INCREASED, conviction 50). Portfolio: $13.7B across 372 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer